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Daniel Templeman

Strategic Finance Advisor, Chartered Accountant & Investor

Transforming businesses through strategic leadership and financial expertise. Full bio and current and past projects on LinkedIn.

About Me

I am a commercially-oriented Chartered Accountant with 15 years as a CFO in private equity-funded international groups. In 2012, I transitioned to a portfolio career, supporting companies and projects, including three successful start-up exits.

I provide non-executive director and advisory services, offer hands-on support for strategic projects, and occasionally invest or work on a risk/reward basis.

Born in the UK, I grew up across Europe, learning French, German, and Italian. I studied Inorganic Chemistry at Imperial College London, joined Price Waterhouse, and qualified as a Chartered Accountant in 1992. My career began in audit and corporate recovery before specializing in transaction services, focusing on private equity and IPOs across Europe.

Skills and Experience

I have extensive experience with medium-sized, international groups, often in private equity environments with high growth and performance expectations. My expertise includes:

Strategy, Budgeting, Planning, Reporting

Risk Management, Compliance, Governance

Company Funding and Treasury

Maximizing Working Capital and Cashflow

Finance Function Strategy, Team & Organization

Mergers and Acquisitions

Due Diligence Preparedness

Strategy, Budgeting, Planning, and Reporting

Planning and budgeting processes must align with strategic objectives and operational realities. Effective reporting focuses on KPIs, operational performance, and cashflow while communicating financial performance to stakeholders under IFRS, US GAAP, or other standards.

Examples:

Developed frameworks and models for strategic reviews and re-engineered planning processes.

Streamlined budget roles, reducing iterations from five to two versions.

Overhauled monthly reporting and implemented SAP BO for enhanced data management.

Risk Management, Compliance and Governance

Planning and budgeting processes must align with strategic objectives and operational realities. Effective reporting focuses on KPIs, operational performance, and cashflow while communicating financial performance to stakeholders under IFRS, US GAAP, or other standards.

Examples:

Developed frameworks and models for strategic reviews and re-engineered planning processes.

Streamlined budget roles, reducing iterations from five to two versions.

Overhauled monthly reporting and implemented SAP BO for enhanced data management.

Company Funding and Company Treasury

Optimizing cashflows, securing appropriate funding, and managing treasury efficiently are essential for shareholder value creation.

Examples:

Renegotiated banking covenants within three months of joining a group.

Delivered €350M acquisition refinancing and facilitated shareholder exit.

Increased access to precious metals financing by 10% annually.

Maximize Cashflow, Minimize Working Capital

Examples:

Managed cashflow in a leveraged environment through structural initiatives.

Conducted a cost-saving project, achieving 10% annual savings.

Cancelled a mismanaged software project, saving €30M over five years.

Finance Teams and Organisations

Rebuilding or strengthening finance teams is often necessary in medium-sized organizations. I prioritize developing existing talent while attracting skilled professionals to meet changing business demands.

Approach:

Empower finance teams to support and challenge the business.

Balance local accountability with open reporting lines to the CFO.

Mergers and Acquistions

Highlights:

Led sell-side diligence for the 2009 sale of Metalor Group and negotiated management equity packages.

Directed complex carve-out acquisitions and subsequent integrations in the US, Mexico, and Japan.

Prepared businesses for fundraising and sale, ensuring diligence readiness.

Precious Metals Expertise

“Working in the precious metals sector presents unique challenges, including high operational risks, complex inventory reconciliation, and evolving compliance standards.”

Achievements:

Managed M&A deals where metal values exceeded enterprise value.

Served on London Bullion Market Association committees.

Contributed to industry-leading compliance initiatives, enhancing reputation and sustainability efforts.